UNIQUE. IN ANY NUMBER OF WAYS
Here are some headline numbers to give you a better feel for what we’re all about. Scroll down to understand how we’re part of a bigger business and how this can benefit you...
Here are some headline numbers to give you a better feel for what we’re all about. Scroll down to understand how we’re part of a bigger business and how this can benefit you...
The culture we’ve created is something special. We’ve built a vibrant working environment. Our team are all trusted to make decisions, manage their own time and work flexibly. We’re all engaged in our work and what we can achieve for our clients.
Creaseys Wealth Team
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Leadership Team
TAX
Supported by the Cooper Parry Team
We achieve great things for our clients and that’s what matters to us most. And over the past few years, we’ve been very proud to win several major industry awards.
But, winning isn’t all about the trophy.
It gives our team confidence and reassures our clients they made a great decision to work with us. And it also helps us measure our success against our vision to be the best.
Creaseys Tolley's Taxation Awards 2016
IFP - Building Excellence Award 2012
IFP - Accredited Firms Award Winner 2015 - Recognising Excellence
New Model - Adviser of the Year 2016
Professional Adviser - Best Financial Advisers to Work For 2019
Professional Paraplanner Awards - Paraplanning Team of the Year 2018
Professional Adviser - Best Financial Advisers to Work For 2018
Professional Paraplanner Awards - Paraplanning Team of the Year 2017
New Model - Adviser of the Year 2017 (Midlands Region)
Professional Adviser - Best Financial Advisers to Work For 2017
In addition to our cabinet full of trophies, we are also delighted to have received a number of other accreditations. These recognise how we look after our clients and our people.
Seeing clients achieve the lifestyle they want is what makes us tick. To make this happen, we need to hire and develop the best talent in the industry.
We’re growing fast and always on the lookout for the right people. Whether you’re a Paraplanner who loves interacting with clients and getting stuck in to the detail, or someone who wants to manage and build client relationships – we’d be happy to hear from you.
